Tag Archives | company stock

Diversify stock options

Diversification Strategies for Company Owned Stock and Stock Options

Company-owned stock and stock options are assets that may generate significant wealth for the shareholder and yet pose the largest risk to future financial security. This risk reward tradeoff is inherent to investing, and yet it is heightened as one’s concentrated position increases. In truth, the value of a concentrated position may fluctuate wildly, and […]

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Dan Zajac, philadelphia financial advisor

Managing Concentrated Equity in Company Stock and Stock Options

Concentrated equity, also known as owning a large position in one company stock, can exist in many forms. One form of concentrated equity may be the result of working for an employer who has issued stock ownership via restricted stock and stock options. These types of stock ownership and stock rights allow an employee to […]

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